Hi,
I would like to exclude customers from our demo request forms and check the lifecycle stage when they enter their email address to show a conditional notification. The conditional input field options for text fields only allow checking text inputs but not syncing with other properties. any ideas on how to accomplish this? probably a very common use case
Hi @SebScheuer,
As far as I know, this is not possible. HubSpot forms cannot look up information in your CRM. (If they could, anyone out there could use a form to check if a contact is a customer of yours.)
This might be possible with custom development based on the HubSpot forms API but I wonder if that’s worth the effort.
Instead, I’d recommend considering sending an internal email notification (via workflow) to the contact owner when a customer submits certain ‘forbidden’ forms. The contact can then reach out, clarify, cancel.
Best regards
Hi @SebScheuer
In addition to what @karstenkoehler says, which makes good sense, bear in mind that you can personalize CTAs and form modules based on lifecycle stage (as long as visitors have active cookies) allowing you to show an alternative offer/message to identifiable customers.
Hope this helps.
yes, I thought about this too, but this only works if you have previously identified and added the contact to Hubspot only. We work with large businesses that have many people and most of them will never be in our contacts in HS
Hi @SebScheuer,
As you’re probably already aware, I would suggest caution in using Lifecycle stage as a filter after a form submission. Form submissions automatically update the Lifecycle stage to a pre-selected value as shown below, however it can only move an existing contacts Lifecycle value forward and not backwards, so just ensure you have the correct order in your settings before using the filtering option. As forms doesn’t support conditional entries or redirects to achieve a filter for your forms, you would need to do this before they reach the forms page, for example by having a webpage before your form with an email input, you could then use an API request to HubSpot to check the contact lifecycle stage and redirect them to the appropriate form.
